Atlanta Wealth Management, Inc.

Atlanta Wealth Management, Inc. (CRD# 125190) is a financial advisory firm headquartered in , . They manage $4,358,457 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.atlantawealth.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $140,595
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Atlanta Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David Boone, financial advisor Atlanta GA
David R. Boone
CRD#: 2156449
Atlanta, GA

David Boone (CRD# 2156449) is an Investment Advisor Representative working at Atlanta Wealth Management, Inc. in Atlanta, GA and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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